Digital Signatures for Financial Advisors

Ease compliance burdens and become more efficient with digital signatures from SIGNiX

By using SIGNiX's FINRA/SEC-compliant digital signatures for the financial industry, you can answer the challenges of today's economy — the need to control costs, consolidate operations and manage global operations — all while adapting to new technologies and extending operations to the Internet.

WHY USE SIGNiX DIGITAL SIGNATURES?

Clients can sign online on any device, anytime

Process guides clients to ensure all fields and signatures are completed

Clients can rest easy knowing each signature is legally defensible

Advisors can send and track documents from any device

No more time wasted tracking down clients to fix mistakes

Detailed legal evidence protects advisors from legal disputes

Faster onboarding process means firms get revenue faster

Low to zero NIGO rate increases firm’s efficiency and savings

SEC/FINRA-compliant signatures protect your firm from fines

Leading wealth management firms such as The Hartford, AIG, Transamerica, Allstate, Sterne Agee, Raymond James/Morgan Keegan and Legend Group have chosen SIGNiX to get assets under management faster and improve client experiences.

Wealth Management Use Cases:

New account opening

New advisor onboarding

Transfer of assets

IRA and 401k rollovers

Account change/maintenance forms

Change of address forms

Change of beneficiary forms

Contracts

Purchase orders

New employee paperwork

Expense reporting

Non-disclosure agreements

Get a Digital Signature Price Quote

Our team is laser focused on customer service, which is why electronic signatures were such a good fit. The paper process of printing, mailing and faxing paper documents was a hassle for our clients, and we knew there had to be a better way. With SIGNiX, our clients can sign documents online, whether they’re sitting at their desk, stuck in the airport or anywhere in between.